Variance badges are visual indicators that help users quickly identify variances throughout the platform. These badges appear in key areas:
- Variance Scoreboard
- Paysheets Scoreboard
- Assign to Me widget
- Paysheet Document tab
When a variance is first triggered, it appears with its default badge color and label, indicating the specific type of variance. This helps users quickly recognize and understand what type of variance was detected.
The same badge also appears next to the assigned reconciler participant. You can click the user icon to view the work audit related to that variance type.
These badges are visible across scoreboards and widgets, making it easy to scan, identify, and track variances at a glance throughout the system.
Variance Legend
Color Key
Quantity
Price
Freight
Discount
MISC (Miscellaneous)
Tax
Use Tax
Variance Chips
Variance Chips
Variance chips appear next to a variance badge to indicate how many instances of that variance type have been detected.
For example, if a Freight variance displays a chip labeled 3, it means there are three items on the paysheet with a Freight variance.
Variance badges and their corresponding chips appear across multiple scoreboards and widgets throughout the dashboard. They provide a quick visual summary, helping users identify where variances exist and how many items are affected at a glance.
Drafting Badges & Tooltips
Quantity Variance
A Quantity Variance tooltip appears when the invoiced quantity differs from the received quantity.
The tooltip message displays:
"Invoiced quantity differs from received quantity (received: X)", where X is the actual received quantity.
Price Variance
A Price Variance tooltip appears when the invoiced price differs from the received price.
The tooltip message displays:
"Invoiced price differs from received price (received: X)", where X is the actual received price.
Freight Variance
A Freight Variance tooltip appears when the invoiced freight term differs from the sourced freight term.
Freight Tooltip
- Displays a comparison between the freight details applied at the source and invoice draft levels. The source displays only the term and amount applied, while the invoice draft shows all three details: term, amount, and method.
Discount Variance
A Discount Variance tooltip appears when the invoiced discount term differs from the sourced discount term.
Discount Tooltip
- Displays a comparison between the discount details applied at the source and invoice draft levels. The source displays only the term and amount applied, while the invoice draft shows all three details: term, amount, and method.
MISC Variance
A MISC Variance tooltip appears when the invoiced miscellaneous term differs from the sourced miscellaneous term.
MISC Tooltip
- Displays a comparison between the miscellaneous details applied at the source and invoice draft levels. The source displays only the term and amount applied, while the invoice draft shows all three details: term, amount, and method.
Tax Variance
A Tax Variance tooltip appears when the invoiced tax term differs from the sourced tax term.
TaxTooltip
- Displays a comparison between the tax details applied at the source and invoice draft levels. The source displays only the term and amount applied, while the invoice draft shows all three details: term, amount, and method.
Use Tax Variance
A Use Tax Variance tooltip appears when the invoiced tax term differs from the sourced tax term.
Use Tax Tooltip
- Displays a comparison between the use tax details applied at the source and invoice draft levels. The source displays only the term and amount applied, while the invoice draft shows all three details: term, amount, and method.
Reconciliation Badges
What the Badge Colors Mean
As variances move through the reconciliation process, the badge color changes to reflect the current status. This helps users quickly understand where each variance stands.
Yellow Badge – Reconciler Assigned
The variance has been assigned to a participant but reconciliation work has not yet begun.
Blue Badge – Reconciling
The assigned participant has started working on the variance. It's actively being reviewed or resolved.
Green Badge – Reconciled
The variance has been successfully reconciled.
- If the document is in Reconciling Header status, the green badge means a resolution has been selected, but the reconciliation is not yet finalized.
- The resolution can still be reviewed or changed until finalization.
- Once the document moves to Reconciled Header status, the reconciliation is finalized, and no further changes can be made to the variance.
Reconciled Badges
Resolution Badge Indicator
Once a resolution is selected for the variance, the badge color updates to reflect the chosen resolution. These colors remain visible as part of the reconciled status, helping users quickly identify the decision made for the variance.
The following example illustrates how the quantity variance is displayed for each resolution.
Accept Invoice
Accept Receipt
Accept Source
Accept Requested
Other
